Sciencast Management’s Southwest Airlines LUV Stock Holding History

Sciencast Management’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	+73,425	New	+$3.32M	0.35%	119
2022 Q1	–	Sell	-4,673	Closed	-$210K	–	667
2021 Q4	$210K	Buy	+4,673	New	+$219K	0.04%	432
2021 Q2	–	Sell	-30,870	Closed	-$1.94M	–	603
2021 Q1	$1.94M	Buy	30,870 +9,308	+43%	+$495K	0.39%	71
2020 Q4	$1.01M	Sell	21,562 -1,438	-6%	-$62.3K	0.21%	156
2020 Q3	$911K	Buy	+23,000	New	+$817K	0.35%	95
2020 Q2	–	Sell	-10,100	Closed	-$308K	–	477
2020 Q1	$308K	Buy	+10,100	New	+$501K	0.09%	181
2019 Q3	–	Sell	-5,100	Closed	-$269K	–	432
2019 Q2	$269K	Sell	5,100 -1,900	-27%	-$98.4K	0.15%	226
2019 Q1	$362K	Sell	7,000 -5,200	-43%	-$274K	0.13%	245
2018 Q4	$661K	Buy	+12,200	New	+$648K	0.59%	61
2018 Q1	–	Sell	-17,571	Closed	-$1.14M	–	420
2017 Q4	$1.14M	Buy	+17,571	New	+$1.03M	0.61%	37

Other funds holding LUV

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return